Getting Started

Note

The following guidelines and procedures should be followed for a successful Acctivate installation on computers in your office on the local area network.

Remote users should use Remote Desktop to connect to the server and/or a desktop computer in the office. You do not need to install Acctivate on remote workstations and/or laptops.

The Acctivate installer will provide you with the option to install Acctivate on the server or workstation. The Acctivate workstation installation should be performed computers within your organization.

Acctivate can be installed on multiple computers using the workstation install process below, but the Server Install can only be performed on one computer. Acctivate uses a concurrent user license model, which is managed by the Acctivate Server. There is no software key required for installing Acctivate on each workstation computer.

Before getting started:

  • Acctivate must be installed on your server before you install on workstations. Please refer to the server install instructions for more information.
  • You must exit all running applications before installing Acctivate. This includes virus detection programs and other utilities that may be running in the background. It is recommended that all Windows Updates are installed and the computer is rebooted (if prompted) prior to beginning the installation of Acctivate.
  • The Acctivate installer will download required components as needed, so an internet connection is required during the installation process.

Performing the Install

  1. Download the Acctivate Install from the Acctivate Downloads site. There is only one install file used for both types of installation (server/workstation) and edition (Acctivate for QuickBooks or CYMA).
  2. Click “Run” from within your browser to run the installer, or double-click the file name in your Downloads folder.
  3. A Welcome window will appear, click Next.
  4. The standard Acctivate License Agreement will be presented. Read the license carefully. If you agree to the terms of the agreement, click I accept then the Next button.
  5. You will be asked to choose the installation type. Select Workstation and click Next.
  6. You will be prompted to enter or browse to the file path of the AcctivateData share on the Acctivate server. E.g., "\\{ServerName}\AcctivateData". Click Next.
  7. The next window will prompt for the destination location where the software will be installed on your computer. Click Next to accept the default folder (recommended) or Browse to select another folder. If you do not wish for a shortcut to be added to the desktop, uncheck Create Desktop Shortcut.
  8. You will be asked for the folder name in the Windows Start menu. Click Next to select the default or you may change it to another name.
  9. Finally, click Install to begin the installation process. This may take a few minutes depending on the speed of your system.
  10. Once the install is complete, click Finish.

After the installation, if you are prompted to restart, select the restart option before attempting to use Acctivate.

Congratulations on a successful Acctivate installation!